Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,452 | $115,814-46.1% | $101,275-38.3% | $158,982-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.98% | 56.16%-38.2pp | 46.48%-28.5pp | 302.99%-285.0pp |
| Employer contribution / active EE | $6,864 | $4,176+64.4% | $3,660+87.5% | $4,763+44.1% |
| Participant deferral / active EE | $3,522 | $4,958-29.0% | $4,371-19.4% | $5,983-41.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |